Meet Bob
Senior Vice President - Business Development
At Ferris Capital, Bob is responsible for all aspects of business development, from finding individuals and families who can benefit from the unique wealth services that Ferris Capital provides, to establishing and maintaining key referral partnerships with the community. Previously, Bob was a Senior Vice President, Partner, at The Colony Group for more than ten years. Prior to that Bob was a Vice President for Kobren Insight Management, where he was responsible for overall business development and client service. Bob received his BA in Economics from Boston University and began his career in 1983 as an associate at BTS Asset Management in Boston.
 Bob Whelan

Bob Whelan

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A former board member of MAB Services and Needham Little League, Bob enjoys spending time with his wife and three boys in Needham MA, as well as attempting to surf both Montauk NY and the south shore of MA.

How Bob Can Help:

Business Development

Strategic Planning

Referral Partners

Investment Management

Retirement Planning

Client Service